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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Filed as: STANDCORP FINANCIAL GROUP Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Direct paym... | $25,626 |
Service code 27 · EIN 04-3630395 | Advisory (Plan) | $17,366 |
STANCORP FINANCIAL GROUP1+ years Filed as: STANCORP FINANCIAL GORUP Service code 19 | Securities Custodian | $1,429 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,934 | $88,324-74.0% | $115,038-80.1% | $55,191-58.4% |
| Participation rate | 61.8% | 72.5%-10.7pp | 81.4%-19.6pp | 69.2%-7.4pp |
| Annual return | 5.19% | 6.30%-1.1pp | 26.14%-20.9pp | 10.78%-5.6pp |
| Employer contribution / active EE | $3,132 | $2,805+11.7% | $4,608-32.0% | $1,899+65.0% |
| Participant deferral / active EE | $5,421 | $5,042+7.5% | $6,026-10.1% | $3,046+77.9% |
| Admin fee / account holder | $171 | $105+62.7% | $8,175-97.9% | $91+88.9% |